See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,757 | $106,749-53.4% | $145,433-65.8% | $82,448-39.7% |
| Participation rate | 51.2% | 75.6%-24.4pp | 82.1%-30.9pp | 68.1%-16.8pp |
| Annual return | 181.26% | 27.59%+153.7pp | 66.58%+114.7pp | 41.64%+139.6pp |
| Employer contribution / active EE | $976 | $3,444-71.7% | $4,554-78.6% | $2,551-61.7% |
| Participant deferral / active EE | $3,085 | $6,519-52.7% | $7,897-60.9% | $4,139-25.5% |
| Admin fee / account holder | $2,120 | $8,390-74.7% | $13,129-83.9% | $7,234-70.7% |